See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,611 | $93,024-60.6% | $77,024-52.5% | $134,475-72.8% |
| Participation rate | 7.7% | 74.5%-66.8pp | 67.9%-60.2pp | 81.2%-73.5pp |
| Annual return | -27.63% | 62.60%-90.2pp | 42.32%-69.9pp | 417.96%-445.6pp |
| Employer contribution / active EE | $231 | $3,418-93.2% | $2,812-91.8% | $4,740-95.1% |
| Participant deferral / active EE | $1,154 | $5,238-78.0% | $4,426-73.9% | $6,400-82.0% |
| Admin fee / account holder | $1,842 | $6,944-73.5% | $5,425-66.0% | $11,426-83.9% |